Treasury & Wholesale Payments Sales Analyst

Truist; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and holidays

Job summary

Truist is seeking a Sales Analyst to support Wholesale Payments sales strategy, execution, risk, and performance functions in Orlando. The role emphasizes partnership with relationship teams, pre-call planning, client meetings, and post-call follow-ups to drive revenue and client satisfaction.

Responsibilities include crafting advisory materials, pricing proformas, and conducting financial analyses, with leverage on Salesforce and MS Office tools. Travel up to 25% may be required.

Qualifications

• Bachelor's Degree or equivalent work experience.
• One to three years of Financial Services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High level of adaptability and flexibility.
• Ability to multi-task and prioritize.
• Ability to balance short-term deliverables against long-term projects.
• Demonstrate proficiency in basic computer applications, such as Microsoft Software Products.

Responsibilities

• Demonstrate and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders.
• Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
• Proactively develop and maintain strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support the strategy, execution, and performance goals of the Wholesale Payments business.
• Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant.
• In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
• Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
• Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
• Prepare advisory calling materials to include Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
• Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
• Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
• Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings.
• Support an accurate, smooth, and expedient client onboarding journey.
• Define and execute on a personal and career development plan.

Skills

Strong analytical skills

Strong communication

Attention to detail

Adaptability

Multi-tasking

Microsoft Office

Education

Bachelor's Degree or equivalent work experience

Tools

Salesforce

MS Office

Job description

Truist is seeking a Sales Analyst to support Wholesale Payments sales strategy, execution, risk, and performance functions in Orlando. The role emphasizes partnership with relationship teams, pre-call planning, client meetings, and post-call follow-ups to drive revenue and client satisfaction.

Responsibilities include crafting advisory materials, pricing proformas, and conducting financial analyses, with leverage on Salesforce and MS Office tools. Travel up to 25% may be required.